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State Street Equity 500 Index Svc (STBIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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391.59+0.69 (+0.18%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.92%
5-year average return14.14%
Number of years up17
Number of years down3
Best 1-yr total return (9 May 2024)31.97%
Worst 1-yr total return (9 May 2024)N/A
Best 3-yr total return31.97%
Worst 3-yr total return7.31%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSTBIXCategory
YTD5.95%14.84%
1-month-4.10%1.65%
3-month4.23%7.55%
1-year22.36%40.47%
3-year7.75%16.77%
5-year12.82%16.15%
10-year12.03%13.21%
Last bull market25.96%24.09%
Last bear market-16.14%-17.61%

Annual total return (%) history

Year
STBIXCategory
2024
N/AN/A
2023
25.95%N/A
2022
-18.36%N/A
2021
28.19%N/A
2020
18.06%15.83%
2019
30.99%28.78%
2018
-4.66%-6.27%
2017
21.33%20.44%
2016
11.66%10.37%
2015
0.98%-1.07%
2014
13.24%10.96%
2013
31.97%31.50%
2012
15.64%14.96%
2011
1.69%-1.27%
2010
14.71%14.01%
2009
26.16%28.17%
2008
-36.93%-37.79%
2007
5.16%6.16%
2006
15.36%14.17%
2005
4.55%5.88%
2004
10.57%10.02%
2003
N/A27.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.48%N/AN/AN/A
20237.41%8.68%-3.32%11.60%
2022-4.66%-16.14%-4.94%7.43%
20216.02%8.46%0.51%10.92%
2020-19.62%20.46%8.84%12.02%
201913.56%4.17%1.68%8.90%
2018-0.74%3.31%7.58%-13.58%
20175.95%2.91%4.49%6.50%
20161.29%2.40%3.75%3.77%
20150.86%0.20%-6.64%7.03%
20141.69%5.14%1.06%4.80%
201310.57%2.81%5.17%10.39%
201212.57%-2.88%6.27%-0.47%
20115.80%0.00%-14.03%11.79%
20105.27%-11.44%11.19%10.66%
2009-11.08%15.92%15.54%5.94%
2008-9.57%-2.81%-8.38%-21.68%
20070.59%6.22%1.98%-3.49%
20064.13%-1.57%5.63%6.55%
2005-2.28%1.32%3.52%2.00%
20041.61%1.69%-1.97%9.17%
200315.19%2.56%12.09%N/A

Rank in category (by total return)

YTD40
1-month39
3-month42
1-year43
3-year29
5-year34

Load adjusted returns

1-year22.36%
3-year7.75%
5-year12.82%
10-year12.03%